Congress and the IRS made inheriting an IRA a very complicated, confusing event. Inherited IRAs are accompanied by a host of little-known rules that are…
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Most of today’s pre-retirees and retirees will fall short of the retirement income replacement goal that’s commonly advocated by retirement…
There seems to be a lot of confusion about whether you can pay your Medicare premiums from your health savings…
According to a study by the Pew Research Center, about 27 percent of American seniors live solo. They can include…
Parents have many challenges when it comes to raising their children. One of the most important is also one of…
Start Early and Get to Know the Social Security Program I have been advising people for years now on the…
What Is a Will Contract? What is a “will contract,” and why might you care? A will contract is an…
A special SECURE 2.0 Act bonus kicked in as of the new year. It’s something all parents need to be…
How much money should you expect to spend in retirement? That’s an important question to answer as you’re planning for…
How long can retirees expect to live in retirement? It’s an important question that’s often misunderstood. Surprisingly, most people underestimate…
This piece is written in collaboration with a colleague of mine, Amir Noor, CFP®, director of financial planning at United…
Daughter is in her late 50s, with a difficult mother who is in her mid 80s. Daughter’s mother, V, has…
I’m reading the short book, The Gap and the Gain, co-authored by Dan Sullivan, the famed founder of Strategic Coach,…
Don’t wait until late in the year to plan your charitable gifts. Maximize the benefits to both the charity and…
The labor market recovered quickly from the massive pandemic induced downturn in early 2020. The labor market regained its pre-pandemic…
Can you think of anything that makes a person more desperate for relief than being in constant pain? People can…
If you’re approaching retirement or have just recently retired, a mission-critical task is using your 401(k), 403(b), 457, IRAs and…
Too many people wait until near the end of the year to consider key IRA actions and strategies. Your after-tax…
As we approach April 15, let’s discuss the federal taxation of your Social Security benefits. The Social Security Administration estimates…
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